Integrate SharePoint
with Salesforce
Data Solutions
Connect SharePoint and Salesforce to manage documents, records, and related data across both platforms. Using KingswaySoft’s ETL-based integration, you can synchronize files, attachments, and metadata between SharePoint and Salesforce to enhance team collaboration and operational visibility.
Sample Integration Use Case
Attach Sales Documents to Customer Records
Your sales team manages contacts and opportunities in Salesforce, while supporting documents are stored in SharePoint. To ensure that all relevant documents are accessible from Salesforce, you need a way to synchronize or link the records automatically.
Developed for Complex Enterprise Workloads
Our Solutions Are Built to Support
Advanced Data Workflows Across Systems
Centralize Document Access for Sales Teams
Ensure your teams can access key files directly from Salesforce while maintaining centralized storage in SharePoint.
Maintain Version Accuracy Across Systems
Prevent outdated or duplicate files by synchronizing file changes and managing document versions between platforms.
Aligned Data and Improved Workflows
Reduce context switching and keep files connected to the customer lifecycle.
| Scenario | Data Movement | Business Outcomes |
|---|---|---|
| Link customer folders | SharePoint → Salesforce | Make files accessible from related CRM records |
| Sync proposal documents | SharePoint → Salesforce | Attach files to opportunities or deals automatically |
| Archive closed deal files | Salesforce → SharePoint | Store final versions of documents in SharePoint folders |
| Update document metadata | Salesforce → SharePoint | Reflect customer info in SharePoint for easier sorting |
| Track file access | SharePoint → Salesforce | Record when documents are viewed from within Salesforce |
System Compatibility
Integration Tools Built for Each System
SharePoint
Read, write, and manage files, folders, and metadata using SharePoint APIs with support for versioning.
Learn More
Salesforce
Connect to standard and custom entities using API-based access with extensive filtering options.
Learn MoreAccess the full suite of KingswaySoft’s SSIS Integration Toolkits
and the SSIS Productivity Pack under a single commercial license.
Comprehensive Integration Solution
Using Our SSIS Ultimate Edition
SharePoint Integration Scenarios
View data integration scenarios supported by our solutions. Each example shows how our
components connect enterprise platforms and services to support practical business processes.
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More Data Integration Use Cases
See more use cases across databases,
enterprise systems, and supported application platforms.
Database Connections
Directory Services
Dynamics 365
Dynamics GP
Dynamics SL
HubSpot
Marketo
NetSuite
Oracle CRM On Demand
Oracle Marketing Cloud
Project Server
QuickBooks
Salesforce
SAP
